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September 2018 Archive

Michigan Sentiment slightly below initial estimates but still strong

Posted on Sep 28, 2018 | 10:41 am in Macro Analysis & Slide Decks

The final reading from the University of Michigan on consumer sentiment was revised a bit lower for September, but still remained strong. The three components were all revised slightly lower…

Macro Analysis & Slide Decks
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Friday “brain cramp”

Posted on Sep 28, 2018 | 10:19 am in Market Musings & Economic Commentary

Back in the office for the first time in a while today, and was immediately greeted with a number of solid investors asking about the potential for a pullback.  There…

Market Musings & Economic Commentary
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The Day Ahead, Friday September 28th

Posted on Sep 28, 2018 | 8:18 am in Market Musings & Economic Commentary

Today concludes what has been a busy week with two more key consumer-based data releases. Earlier this week, the Conference Board reported consumer confidence was at an 18-year high. We…

Market Musings & Economic Commentary
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Answering the “bullish, but…” sentiment with EPS

Posted on Sep 27, 2018 | 11:53 am in Macro Analysis & Slide Decks

We have spent the better part of the past month on the road meeting with professional and individual investors alike from Europe, Canada and the US. We found the sentiment…

Macro Analysis & Slide Decks
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2nd Quarter GDP 4.2%

Posted on Sep 27, 2018 | 11:17 am in Macro Analysis & Slide Decks

The third and final report for second quarter 2018 Gross Domestic Product (GDP) was released by the Commerce Department this morning and showed the economy grew 4.2%. This was unchanged…

Macro Analysis & Slide Decks
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The Day Ahead, Thursday September 27th

Posted on Sep 27, 2018 | 8:22 am in Market Musings & Economic Commentary

Wednesday saw the FOMC raise rates as expected and a removal of the word accommodative from the statement, which initially sent stocks and Treasury Yields higher, but then reversed course…

Market Musings & Economic Commentary
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Fed raises rates 25bps. Target rate now 2.0%- 2.25%

Posted on Sep 26, 2018 | 3:46 pm in Market Musings & Economic Commentary

As expected, the FOMC raised the target Federal Funds Rate by 25 basis points to a target range of 2.00% - 2.25%. The word “accommodative” was removed from the statement…

Market Musings & Economic Commentary
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Bulls back above the 60% mark

Posted on Sep 26, 2018 | 11:52 am in Market Musings & Economic Commentary

The latest Investors Intelligence report showed bullish newsletter writer sentiment climbed back above 60%.

Market Musings & Economic Commentary
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New home sales rebound after a slow start to summer

Posted on Sep 26, 2018 | 10:49 am in Macro Analysis & Slide Decks

The housing market picked up in August as new home sales rebounded after declines in both June and July.

Macro Analysis & Slide Decks
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The Day Ahead, Wednesday September 26th

Posted on Sep 26, 2018 | 8:56 am in Market Musings & Economic Commentary

Today, all eyes will be focused on the Federal Reserve as it concludes its two-day policy meeting. Also, out today is another look at the housing market with the report…

Market Musings & Economic Commentary
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